Client Service Specialist- Employee Benefits

Gallagher • West Des Moines, IA

7d

About The Position

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview AssuredPartners is a leading insurance brokerage that prides itself on delivering more than insurance expertise. Our teams provide the highest level of service, tailored solutions, and forward-thinking risk management strategies that truly set us apart. With a culture based on integrity, collaboration, and technical excellence, we are proud to offer our clients, and our employees, the very best in the insurance industry. As part of Gallagher, you will be joining a team that delivers more than policies; you will provide proactive risk management consulting, innovative solutions, and an unmatched level of client service

Requirements

• Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or relevant experience.
• Life and Health License.
• Proficiency in Microsoft Office.
• Proficient in using technology as a tool to maximize productivity and quality.
• Strong written and verbal communication skills.
• Comfortably engages others in consultative discussion.
• Effectively manages/balances multiple and sometimes competing priorities.
• Works in a self-directed manner.

Nice To Haves

• Previous insurance knowledge and experience managing client relationships.
• Solid financial acumen.

Responsibilities

• Leads meetings with clients, including meetings at client locations.
• Responsible for providing comprehensive client support and acts as main client contact for book of business.
• Effectively manages difficult client communications including loss of coverage, claim denials, unfavorable underwriting and other challenging renewal scenarios.
• Negotiates and sells lines of insurance to clients to round out accounts as appropriate. May design insurance and risk management plans for clients as assigned and directed by Agency management.
• Owns all audit, review and claims processes for assigned book of business.
• Analyzes data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
• Develops and maintains strong personal relationships with appropriate insurance carrier personnel. Proficient in underwriting practices; able to manage underwriting relationships
• Fluent in the client’s industry and current events that can modify the coverages needed
• Reviews changes in carrier offerings and policies and relays information to the larger service team
• Mentors or formally directs the work of team members including Account Coordinators, Account Managers, and Senior Account Managers
• Facilitates and collaborates with account team on the agency’s renewal strategy
• Provides clients with Insurance Coverage Review and reviews methods of handling risks. Identifies and explains gaps in coverage. Works with the producer to write new business.
• Attends carrier functions to learn new coverage options and risk assessment strategies.
• Conducts book reviews to determine which accounts need an in-person risk assessment or client meeting to support agency retention.
• Other duties as assigned.

Benefits

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave
• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees